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How to automatically create activity on stage change in CRM?

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alan@stunningpools.au

I would like to automatically have activities created that set due dates and assigns a salesperson to the relevant stage task.

So for instance, if I drop an opportunity in "Site Check" I want a Site Check activity to be created. And when that's finished and I move the opportunity into "Site Sketch", another activity is created for Site Sketches.

I understand that these activities will all be separate from each other and I will have to set up each one, that's fine, I don't care. I just want to know how to set them up in the first place. I found this answer from two years ago

https://www.odoo.com/forum/help-1/automated-action-to-create-new-scheduled-activity-194471

And it seems like that's what I want to do, however I cannot follow any of these instructions in the modern version of Odoo (16). So how is it done today?

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,You need to go to Settings -> Technical -> Automated actions and create a new action.


Your action should look something like the image above.
The model is the model you want this action to work.Active is to enable and disable this action.Trigger you have multiple options. Whether you want to trigger this action when you create a record or update a record or both.Domain you can select which all records you need this action to perform on.Action to do is set to define which action should be done. You can even run a python code using this option. Currently the chosen one is Update the record. You can choose which field to update and what all values should be updated using this option.


Hope it helps

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